- Buy or Sell a Practice, Financial Independence, Financial Planning
A case study: implementing a cash balance plan in an optometry practice
As we discussed during this episode of 20/20 Money, Charlie Steingas with Cash Balance Actuaries ran through a cash balance…
Acknowledge and Remember the Feeling
While working on my own financial plan over the holiday weekend, I was reminded about the “why” we implement solutions…
- Financial Planning
What’s wrong with the planning profession
During a recent conversation with a new prospective client of our firm Integrated Planning & Wealth Management, the individual shared a…
- Financial Organization
Action items to take during volatile markets
Unless you don’t watch the news, open the newspaper (if you still get one in print), get online, or check…
- Financial Planning
The Value of Advice
I recently had the opportunity and privilege of sitting down with fellow CFP® and good friend Justin Castelli to “talk…
